Beaird Harris Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Beaird Harris Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.1K	Hold	97	–	–	﹤0.01%	306
2026 Q1	$24.1K	Sell	97 -597	-86%	-$154K	﹤0.01%	300
2025 Q4	$171K	Buy	694 +597	+615%	+$147K	0.01%	142
2025 Q3	$23.5K	Buy	97 +42	+76%	+$9.64K	﹤0.01%	317
2025 Q2	$11.9K	Buy	55 +10	+22%	+$2.01K	﹤0.01%	371
2025 Q1	$8.98K	Buy	+45	New	+$9.76K	﹤0.01%	353
2024 Q2	–	Sell	-48	Closed	-$10.1K	–	764
2024 Q1	$10.1K	Buy	+48	New	+$9.57K	﹤0.01%	328
2023 Q3	–	Sell	-1	Closed	-$190	–	467
2023 Q2	$190	Hold	1	–	–	﹤0.01%	438
2023 Q1	$181	Hold	1	–	–	﹤0.01%	461
2022 Q4	$175	Sell	1 -4,449	-100%	-$791K	﹤0.01%	719
2022 Q3	$734K	Hold	4,450	–	–	0.16%	44
2022 Q2	$754K	Sell	4,450 -60	-1%	-$11.1K	0.21%	38
2022 Q1	$926K	Hold	4,510	–	–	0.33%	33
2021 Q4	$1M	Buy	+4,510	New	+$1.02M	0.37%	38

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beaird Harris Wealth Management's IWM Position: Q2 2026 in Review

Beaird Harris Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 97 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Beaird Harris Wealth Management first reported a position in IWM in Q4 2021 and has held it in 14 quarters since. The position peaked at $1M in Q4 2021. 2,726 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Beaird Harris Wealth Management held 97 shares of iShares Russell 2000 ETF worth $29.1K as of Q2 2026.
Beaird Harris Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #306 holding.
Beaird Harris Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 14 quarters since.
Beaird Harris Wealth Management's iShares Russell 2000 ETF position peaked at $1M in Q4 2021.
2,726 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.